How does the Policy Manager work?
You link the Policy Manager to your financial software system. There is also a link to the credit insurer. Based on the available information, the Policy Manager arranges the following processes:
- applications for new credit limits and possibly increase existing credit limits;
- Processing credit limit movements;
- monitoring the overdue period;
- Setting up dispute notifications;
- collection notifications and automatic transfer of collection file;
- reporting damage;
- turnover statement of insured turnover.
Policy Manager also provides comprehensive management reporting so that the issues that matter can be quickly and easily seen and acted upon by you.
In addition, we will soon expand the Policy Manager with a broker portal exclusively for Xolv, so we are quickly informed of any discrepancies and can quickly escalate to the credit insurer.
Benefits Policy Manager
We list the benefits of the Policy Manager for you:
- Prevents making mistakes when working with your credit insurance.
- Provides convenience, speed and efficiency, thus saving costs.
- Includes clear management reporting.
- Performs actions at the touch of a button.
- Permanently calculates the amount of the self-assessment limit and saves limit costs.
More information
Want to get extra returns from your credit insurance? Then take contact contact the specialists at Xolv for a no-obligation quote.
